Blakely Walters Wealth Management

Description

• Blakely Walters Wealth Management is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger semi-captive financial planning company we felt constrained and finally decided to go independent. We take pride in putting our clients interest above our own which translates into relationships that are built to last a lifetime.We believe in choices and therefore we allow our clients to decide how they want to utilize our expertise. We can work either hourly, per plan, on retainer, or as a percentage of assets managed. Be it building a customized financial plan, managing assets, brokering insurances, or providing financial planning as an employee benefit for businesses and organizations we have a solution for you that you can truly feel comfortable with.Our plans are comprehensive, understandable, and are designed to adapt. Our planning process involves discovery, goal planning, education, implementation, and periodic adjustments to life changes and market conditions.Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA and SIPC BLAKELY WALTERS WEALTH MANAGEMENT is not an affiliate of NEXT Financial Group, Inc.
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  Headquarters:3333 North Hayden Road , Scottsdale, Arizona, United States

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  Phone Number: +1 480-776-5897

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  Website: https://www.blakelywalters.com

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  Employees:11

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  Revenue:$1 - 10M

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  Legal Name:Blakely Walters Wealth Management

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• |  NAICS Code: 523930  |

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